Who We Are
We are a comprehensive financial planning firm that offers financial advice and guidance, investment management services, as well as, access to a variety of financial instruments as part of the planning process. Our approach is to treat every client in a unique way by tailoring our services to specifically fit each individual circumstance. We pride ourselves in customizing our advice knowing that each person, family and financial situation is different and truly deserves customization. Additionally, we are committed to speaking with our clients as often as they'd like, or as new financial decisions arise -- because that is when you need us the most!
The Team
Isaac Keil, CFP®
Belena Vincetti, CFP®
Joanna Anderson, MS
Lori Epstein, JD
Isaac Keil, CFP®
For the first 17 years of his career, Isaac worked in the corporate financial world, most notably at Merrill Lynch Wealth Management, where he spent the majority of his time as a financial advisor and investment manager. As a young man fresh out of college, Isaac's dream was to create his own financial firm, but he knew that being connected to a larger firm would benefit him greatly as he learned the business and honed his skills. Today, Isaac is a CERTIFIED FINANCIAL PLANNER® practitioner, and has developed himself into an advisor that is able to deliver quality financial advice for many types of clients and businesses. Isaac prides himself on being available, attentive and ready to help with all financial matters. Outside of work, Isaac loves to visit national parks, watch and attend sporting events, and loves teaching finance to children of all ages. Isaac resides in Yardley, PA with his wife Alexa, son Archie and dog Reggie (beagle).
